Robert
Tutela

Essex LLC

CRD#5899727
Investment Advisor
in Barrington, IL

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About this Advisor

Robert Tutela is a financial advisor based in Barrington, Illinois, working with Essex LLC. Robert has previously held positions at Jp Morgan and Essex, LLC. Robert has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Texas. Currently, Robert is part of Essex LLC, which operates out of Barrington, Illinois. The firm has 10 employees and manages assets totaling $474.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Essex LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21805 Field Parkway Suite 340
Barrington, IL 60010

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Essex LLC Brokerage Details

Total Assets Under Management

$474,349,933

IL Average: $6,674,516,078
Total Number of Employees

10

IL Average: 44
Total Number of Accounts

1,919

IL Average: 2,564
Average Account Size

$247,186

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Robert Tutela Work History

2016 - Present (9 years)

Essex, LLC

2011 - 2016 (5 years)

Jp Morgan

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Robert Tutela to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Essex LLC

Benjamin Cairns
Barrington, IL
Robert Tutela
Barrington, IL
Justin Nolan
Barrington, IL
Edward Connolly
Barrington, IL
Nancy Effert
Barrington, IL
Arthur Freedman
Barrington, IL
James Hartwell
Barrington, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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